See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,168 | $27,915+33.1% | $58,482-36.4% | $75,163-50.6% |
| Participation rate | 52.2% | 38.8%+13.3pp | 50.9%+1.3pp | 67.2%-15.0pp |
| Annual return | 17.86% | 44.20%-26.3pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,579 | $669+136.0% | $1,053+49.9% | $2,670-40.9% |
| Participant deferral / active EE | $3,716 | $1,201+209.3% | $1,924+93.2% | $4,125-9.9% |
| Admin fee / account holder | $5,064 | $1,726+193.4% | $2,516+101.3% | $5,651-10.4% |